Summary

Join Us at PlanSource: Your Exciting Career Awaits!

At PlanSource, a leading cloud-based provider of benefits administration technology and services, we are on a mission to simplify how people choose, use, and manage benefits through cutting-edge, AI-powered experiences. This is an incredible time to launch your career with us!

Role Overview

The Premium Billing Treasury Analyst is responsible for executing payment processing, reconciliation, and treasury-related functions within Premium Billing operations. This role ensures that funds received from clients are accurate and timely transmitted to carriers while maintaining precise financial records.

The Premium Billing Treasury Analyst works closely with clients, carriers, and internal teams to reconcile payments, resolve discrepancies, and support overall billing and treasury operations. This role plays a key part in ensuring accuracy, compliance, and efficiency across the premium billing payment lifecycle.

Key Responsibilities

Payment Processing & Treasury Execution

Audit and prepare weekly payments received and create NACHA files for carrier payments.
Prepare debit files for Premium Billing and Boost clients, including applicable fees.
Process wire transfers, check requests, and vendor payments in accordance with payment schedules.
Prepare and execute carrier payments based on coverage schedules and billing timelines.

Reconciliation & Financial Accuracy

Reconcile incoming client payments with outgoing carrier payments to ensure alignment and accuracy.
Perform daily quality control of customer payments and investigate discrepancies.
Track and manage payment activity, including splitting out mixed payments and required allocations.
Maintain accurate payment logs and reporting records.

Issue Resolution & Client/Carrier Support

Research and resolve payment discrepancies, including collaborating with clients and carriers.
Communicate payment issues and discrepancies to appropriate internal teams for resolution.
Respond to inquiries from clients, carriers, and internal stakeholders related to payment activity.
Monitor Treasury-related inbox and ensure timely responses to requests.

Cross-Functional Collaboration

Partner with Premium Billing, Customer Success, and Accounting teams to support billing and payment operations.
Coordinate with internal stakeholders to ensure consistency between billing data and payment execution.
Support client onboarding and implementation activities related to billing and payment setup.

Operational Support & Continuous Improvement

Support continuous improvement efforts to enhance efficiency of treasury and billing operations.
Identify opportunities to improve workflows, tracking, and automation of payment processes.
Contribute to maintaining consistency, accuracy, and process adherence across treasury functions.

Documentation & Governance

Maintain accurate documentation of payment processes, reconciliations, and discrepancy resolutions.
Ensure compliance with internal controls, financial processes, and operational procedures.
Track and document all payment activity in accordance with established standards.

Additional Responsibilities

Assist with other duties and projects as required, including billing and treasury process enhancements.
Participate in open enrollment and high-volume billing cycles as needed.
Perform additional duties as assigned by management.

AI‑Enabled Support & Continuous Improvement

Use AI-enabled tools to analyze payment trends, discrepancies, and reconciliation patterns to improve accuracy and efficiency.
Apply AI assistance to support documentation, reporting, and issue research.
Identify opportunities to improve treasury workflows through automation and tooling.
Contribute to continuous improvement of billing, payment, and reconciliation processes.

Scope

Executes treasury and payment-related functions across Premium Billing operations, supporting accurate and timely financial transactions and reconciliation activities.

Complexity

Works on payment and reconciliation tasks requiring analysis of financial data, billing cycles, and client-specific payment scenarios. Applies established processes to ensure accurate outcomes.

Discretion

Erroneous decisions or actions may impact financial accuracy, client payments, and overall billing operations.

Interaction

Regularly interacts with internal teams, clients, and carriers to resolve payment issues and support billing operations. Requires strong communication and coordination skills.

Supervision

Operates as an individual contributor within the Premium Billing and Treasury team, working under guidance of senior team members or leadership.

Success Indicators

Payment Accuracy & Timeliness: Ensures payments are processed accurately and within required timelines.
Reconciliation & Financial Integrity: Maintains accuracy between incoming client payments and outgoing carrier payments.
Issue Resolution & Responsiveness: Effectively identifies and resolves discrepancies with minimal delays.
Operational Consistency & Efficiency: Demonstrates process adherence and contributes to improvements in treasury operations.

About You

Experience & Education

Preferred Qualifications 

1–3+ years of experience in treasury, accounting, billing, or financial operations.
Experience in premium billing, benefits administration, or payment processing preferred.
Bachelor’s degree in Finance, Accounting, Business, or related field (or equivalent experience).

Technical & Professional Skills

Strong attention to detail and financial accuracy.
Strong analytical and reconciliation skills.
Ability to manage multiple priorities and meet deadlines.
Strong problem-solving skills.
Excellent communication and collaboration skills.
Experience in a customer service setting.
Proficiency in Microsoft Office, especially Excel.
Ability to work independently and as part of a team.

What We Offer

At PlanSource, benefits are at the core of what we do, and we understand their impact on our employees and their families. That’s why we’ve designed our benefits program to support overall wellbeing across health, financial security, career growth, and work‑life balance.

Comprehensive health coverage with multiple medical plan options - all covering 100% of in-network preventive care.
Employer‑funded Health Savings Account (HSA) - up to $1,000 annually for family coverage. 
Dental & Vision plans with 100% coverage for routine dental care and $250 vision frame allowance, plus employee-only vision premiums at $0.
401(k) with immediate vesting and a 50% company match up to 6% of contributions.
Generous paid parental leave, adoption assistance, and fertility benefits.
Flexible PTO, paid holidays, a strong culture of work‑life balance and Flex Fridays in the summer.
Mental health & wellbeing support, including Employee Assistance Program (EAP), movement and wellness resources.
Rewards and recognition programs that celebrate employees through peer recognition, awards, and quarterly recognition initiatives.

Top 5 Reasons to join PlanSource

#5: Be part of what’s next in benefits technology

Join a company redefining how benefits work. Backed by Vista Equity Partners, PlanSource is continuously investing in innovation, bringing together AI, automation, and human insight to simplify complex processes and deliver real outcomes. This is your opportunity to build the future of benefits at scale.

#4: Make an impact with technology our customers trust

Our platform powers some of the most complex benefits programs in the market, and our customers rely on us to get it right. From a unified benefits ecosystem to AI-driven decision support, everything we build is designed to deliver clarity, confidence, and measurable impact for the people who use it every day.

#3: Be recognized, supported, and set up to thrive

We believe great work deserves recognition and real support. From meaningful rewards and recognition programs to a comprehensive approach to employee support, we invest in helping our people perform at their best and feel valued along the way.

Recognized as a top workplace, PlanSource has earned multiple Great Place to Work certifications and numerous awards, including Best Company for Culture, Work-Life Balance, and Compensation, reinforcing our commitment to an exceptional employee experience.

#2: Grow your career with intention

At PlanSource, career growth doesn’t happen by accident. With a strong track record of internal mobility, structured development paths, and opportunities to take on new challenges, you’ll have the support and flexibility to build a career that evolves with you.

#1: Be part of a culture built on connection and impact

Our culture is rooted in connection, inclusion, and shared success. Guided by our S.O.U.R.C.E. values, we lead with service by putting others first, approach challenges with optimism, and act with urgency to drive meaningful outcomes. We hold ourselves accountable through reliability, continuously grow through curiosity, and operate with efficiency to maximize the impact of our work. Here, diverse perspectives are valued and they directly shape how we collaborate, innovate, and deliver an exceptional experience for our customers.

NOTE: We will consider a remote employee for approved cities PlanSource can accommodate.

If you’re selected, you’ll receive your offer and be asked to complete a background check. This will include a drug screen, criminal record search and verification of previous employment and/or education.

Recruiting Scams: Unfortunately, scams targeting job seekers are common. To protect our candidates, we want to remind you that authorized representatives of PlanSource will only contact you from an email address ending in @plansource.com. PlanSource will never ask for personally identifiable information such as Date of Birth (DOB), Social Security Number (SSN), banking/direct/tax details, etc. via email or any other non-secure system, nor will we instruct you to make any purchases related to your employment. If you believe you’ve encountered a recruiting scam, report it to the Federal Trade Commission and your state’s Attorney General.

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June 2026

Plansource

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Premium Billing Treasury Analyst